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Rothschild Investment LLC’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Rothschild Investment LLC’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$199K Sell
2,028
-488
-19% -$50.8K 0.01% 671
2025
Q4 		$268K Buy
2,516
+493
+24% +$52.3K 0.01% 527
2025
Q3 		$211K Buy
2,023
+2
+0.1% +$199 0.01% 589
2025
Q2 		$193K Buy
2,021
+162
+9% +$13.9K 0.01% 518
2025
Q1 		$149K Sell
1,859
-52
-3% -$4.54K 0.01% 557
2024
Q4 		$168K Sell
1,911
-296
-13% -$25.6K 0.01% 544
2024
Q3 		$183K Buy
2,207
+3
+0.1% +$240 0.01% 529
2024
Q2 		$177K Buy
2,204
+331
+18% +$24.7K 0.01% 514
2024
Q1 		$137K Buy
1,873
+1,548
+476% +$108K 0.01% 537
2023
Q4 		$21.1K Buy
+325
New +$20K ﹤0.01% 850

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Rothschild Investment LLC's SPYG Position: Q1 2026 in Review

Rothschild Investment LLC reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 19% in Q1 2026, selling an estimated $50.8K and leaving 2,028 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #671.

Rothschild Investment LLC first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $268K in Q4 2025. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Rothschild Investment LLC held 2,028 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $199K as of Q1 2026.
  • Rothschild Investment LLC sold 488 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $50.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #671 holding.
  • Rothschild Investment LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Rothschild Investment LLC's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $268K in Q4 2025.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.